Financial Planning and Analysis Manager

The Kostelic Agency; Phoenix (AZ); Hybrid; USD 117,000 - 143,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

The Kostelic Agency is seeking an FP&A Manager — Operational Finance to build an operational finance capability and partner with Regional Vice Presidents and Area Managers in Phoenix. This is a newly created role with high visibility and ownership.

You will lead regional P&L reviews, develop models, KPIs, and decision-support tools, and drive actionable insights to improve performance across markets. Hybrid work arrangement offered in Phoenix, AZ.

Qualifications

• 4+ years of progressive FP&A or operational finance experience.
• Ability to build KPI, staffing, capacity, and profitability models.
• Experience turning financial data into practical recommendations for leaders.
• Proactive mindset with strong problem-solving skills.

Responsibilities

• Serve as the dedicated finance partner for operating regions.
• Lead regional P&L reviews, KPIs, forecasts, risks, and performance trends.
• Partner with VP/Area Managers on financial and operational decisions.
• Build staffing and capacity models aligned to market demand.
• Analyze profitability across markets, service lines, and customer groups.
• Identify drivers behind performance gaps and recommend corrective actions.
• Evaluate decisions on recruiting, fleet, marketing spend, and expansion.
• Provide financial visibility into new-market launches and forecasts.

Skills

FP&A experience

Advanced Excel

Financial analysis

Non-finance storytelling

Decision-support

Education

Bachelor's degree or higher in Finance/Accounting

Tools

Excel

Job description

Role: FP&A Manager — Operational Finance

Location: Phoenix, AZ

Work Type: Hybrid — 3 Days In-Office / 2 Days Remote

Compensation: Up to $130,000 Base + 10% Bonus

Build the finance function operating leaders have never had.

The Kostelic Agency is conducting a search for a newly created FP&A Manager position with a rapidly growing, multi-state services organization headquartered in Phoenix.

The company generated approximately $300M in revenue last year and is projected to approach $400M this year through organic growth, new-market expansion, and strategic acquisitions.

This is not a reporting-only FP&A role.

You will serve as the finance partner to Regional Vice Presidents and Area Managers—helping them understand what is driving performance, where the business is getting off track, and what actions should be taken next.

Just as importantly, you will help build an operational finance capability that does not currently exist. That means creating the models, KPIs, reporting rhythms, and decision-support tools that regional leaders will use to run the business.

For a strong Senior Financial Analyst ready to become a Manager, this is a legitimate opportunity to take that next step.

What You’ll Own

• Serve as the dedicated finance partner for one or more operating regions.
• Lead recurring reviews of regional P&Ls, KPIs, forecasts, risks, and performance trends.
• Partner directly with Regional Vice Presidents and Area Managers on financial and operational decisions.
• Build staffing and capacity models that align technician headcount with market demand.
• Analyze profitability across markets, service lines, and customer groups.
• Identify the operating drivers behind performance gaps and recommend corrective actions.
• Evaluate decisions involving recruiting, fleet investment, marketing spend, and regional expansion.
• Provide financial visibility into new-market launches and identify potential issues early.
• Bring field-level insight into the company’s strategic forecasts and longer-term financial models.

What We’re Looking For

• 4+ years of progressive experience in FP&A, operational finance, corporate finance, or finance business partnering.
• Strong Senior Financial Analysts ready for their first Manager-level opportunity are encouraged to apply.
• A clear understanding of P&L drivers and how staffing, capacity, demand, and profitability connect.
• Experience building financial, KPI, staffing, capacity, or profitability models.
• Advanced Excel skills and confidence working with large operational datasets.
• The ability to turn financial information into clear, practical recommendations for non-finance leaders.
• A proactive mindset—you investigate problems, challenge assumptions, and bring solutions.

This opportunity is best suited for someone who wants more than another budgeting and reporting position. You will have direct exposure to operating leadership, meaningful ownership, and the opportunity to help shape how a growing organization makes decisions.

Interested—or know someone who may be a fit?

View all active openings and follow The Kostelic Agency on LinkedIn for future opportunities.